Micron’s (MU) Dominance In AI Memory Chips 🍟💪💯🎉🚀
Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom.
Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG):
Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts)
Earnings per share (adj): $33.42 / sh (vs. $31.61 expected)
In addition, the company issued guidance which validate that demand for memory and storage products is unlikely to abate as it kicks off its FY 2027:
Revenue: $61.5 billion ± $1.5 billion (vs. $57.024 billion expected)
Earnings per share (adjusted): $38.15 ± $1.00 (vs. $35.14)
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